J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $51,779 | +0.4% | 1,029 | 0.0% | 0.02% | -16.0% |
| Q4 2022 | $51,584 | -0.8% | 1,029 | 0.0% | 0.02% | -10.7% |
| Q3 2022 | $52,000 | -11.9% | 1,029 | -12.7% | 0.03% | -17.6% |
| Q2 2022 | $59,000 | 0.0% | 1,179 | 0.0% | 0.03% | +13.3% |
| Q1 2022 | $59,000 | -41.0% | 1,179 | -40.4% | 0.03% | -38.8% |
| Q4 2021 | $100,000 | -5.7% | 1,979 | -5.7% | 0.05% | -27.9% |
| Q3 2021 | $106,000 | 0.0% | 2,098 | 0.0% | 0.07% | -2.9% |
| Q2 2021 | $106,000 | -3.6% | 2,098 | -3.2% | 0.07% | -21.3% |
| Q1 2021 | $110,000 | 0.0% | 2,168 | 0.0% | 0.09% | -12.7% |
| Q4 2020 | $110,000 | – | 2,168 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |